+349.9%
WELL vs ODFL
+745.7%
-395.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | -2.2% | -2.8% | +0.6% | -1.7% |
| 30D | +4.7% | -13.7% | +18.3% | +7.7% |
| 3M | +11.9% | -23.4% | +35.3% | +17.7% |
| 6M | +14.3% | -7.2% | +21.5% | +15.1% |
| YTD | +28.4% | +15.6% | +12.7% | +22.5% |
| 1Y | +42.3% | +24.2% | +18.1% | +33.1% |
| 3Y | +202.6% | -12.8% | +215.3% | +197.6% |
| 5Y | +206.5% | +27.1% | +179.4% | +161.1% |
| All | +349.9% | +745.7% | -395.8% | +210.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ODFL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling